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Canadian Securities Course (CSC)
ID : CSC
Department ID : BM
Cost : 480.00     Total Semester : 24
The Canadian Securities Course (CSC) is the essential first step for a career in financial services that requires a practical understanding of investment markets and products. This flagship foundation course, developed and conducted exclusively by CSIŽ, is the only Canadian investment course that qualifies graduates to sell mutual funds and also leads to registration to deal in stocks, bonds and other securities.
Licensing & Registration
--The Canadian Securities Course is the first step towards registration with the Investment Dealers' Association to trade stocks and bonds and other securities.
--The course is a requirement to become registered as a full-service Investment Advisor or broker, an Investment Representative in a discount brokerage or a sales associate/assistant in a full service brokerage.
--Successful completion of the Canadian Securities Course qualifies you to apply for licensing as a mutual fund salesperson.
--Previously licensed individuals who have been out of the industry for more than three years are required to re-write the Canadian Securities Course exam in order to be licensed.
--Successful completion of the Canadian Securities Course and the Professional Financial Planning Course prepares and qualifies you to challenge the Certified Financial Planner (CFP) exam.
--Successful completion of the Canadian Securities Course and the Professional Financial Planning Course satisfies the prerequisite for writing the Society of Trust and Estate Practitioners (STEP) Financial Planning Exam.
Admission RequirementsNo prerequisites, but prior investment experience or post-secondary training in finance is recommended.
Who Should Enrol
--Bank professionals who want to add depth to their knowledge of the financial services industry and investment products beyond mutual funds.
--IT professionals who like to work in banks and financial institutes.
--Anyone seeking registration as a mutual fund representative: the Canadian Securities Course is the only one in Canada that qualifies you to sell mutual funds and, at the same time, can lead to registration for trading stocks and bonds.
--Insurance professionals who want to expand their understanding of Canadian markets and investment products and be able to offer mutual funds to clients.
--Executives, lawyers, accountants or government officials entering jobs that demand an understanding of Canada's capital markets, regulatory climate and investment products.
--Business students who'd like to kick-start a career in the securities industry or with a financial institution by fulfilling a prerequisite prior to employment.
--Individuals in training to become full-service investment advisors, sales assistants or discount brokerage investment representatives.
--Bank and trust company officers, financial planners, and mutual fund and insurance representatives who want to enhance their careers.
--Back office and information technology specialists in the financial services industry who want to better understand the investment products and the market to provide better service and support to clients.
--Active investors with an interest in learning how to manage a portfolio.
Learning Outcomes and Career OpportunitiesUpon completion of this course the student will be able to:
--Launch a financial services career by fulfilling one of the required steps for registration to sell mutual funds or securities.
--Demonstrate to prospective employers you are serious in your career.
--Earn a valuable credential for advancement in a corporate finance career.
--Become a more confident and knowledgeable investor.
--Enhance financial planning expertise with a deeper understanding of investment products and financial markets, taught by an independent educator.
Note: The curriculum for this program is continually modified to reflect current trends. Students should refer to their student handbook for the curriculum they are required to complete.The program content and schedule also can be customized for personal or corporate training requirements. For more detail information, please fill out Request Form or call 416-225-9920.
Please select the term in which you want to enroll.